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Tobias Financial Advisors CRD 104711
$1.19B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-23 |
| FL | RA | APPROVED | 2018-09-11 |
Branch Locations
1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 01/2015 | 03/2017 |
| Tobias Financial Advisors | Plantation | FL | 03/2017 | 03/2019 |
| Tobias Financial Advisors | Plantation | FL | 03/2018 | Present |
| Tobias Financial Advisors | Plantation | FL | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-12 |
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